See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,946 | $111,814+116.4% | $103,374+134.0% | $145,959+65.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.51% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.4pp |
| Employer contribution / active EE | $9,884 | $4,214+134.6% | $3,869+155.4% | $4,661+112.1% |
| Participant deferral / active EE | $19,125 | $5,618+240.4% | $5,058+278.1% | $6,689+185.9% |
| Admin fee / account holder | $7,667 | $9,754-21.4% | $8,394-8.7% | $13,398-42.8% |